We are

LupaGroup is an independent company offering global wealth management and asset management advisory services. Since 2015, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

Company at a glance


New Jersey in 2015

Total employees


Total invested



May 2015

Company Launch

In 2015, the digital financial company was founded with the vision of revolutionizing the way financial services are delivered.

July 2015

Initial Seed Offering

The company raised initial seed funding to support its operations and development.


February 2016

Initial Development and Market Entry

The company focused on developing its core technology infrastructure, including secure online banking systems and mobile applications.

August 2016

Digital Platform Launch

In 2016, the company officially launched its digital financial platform, offering services such as online banking, mobile payments, and peer-to-peer transfers in the back office .

December 2016


Successfully onboarded the first batch of customers and established strategic partnerships with local merchants and payment gateways.


April 2017

Expansion and User Growth

The company experienced rapid user growth and expanded its customer base significantly.

October 2017

Introduction of New Features and Services

Introduced new features and services, including investment options, personalized financial management tools, and digital wallets.

December 2017


Achieved a milestone of one million registered users, demonstrating the company’s growing popularity and market penetration.


March 2018

Enhanced Security and Regulatory Compliance

The company invested heavily in strengthening its security infrastructure to ensure customer data protection and prevent cyber threats.

June 2018

Partnership with Regulatory bodies

Focused on complying with industry regulations and partnered with regulatory bodies to ensure compliance with financial laws.

December 2018


Received industry certifications for data security and achieved compliance with financial regulations, enhancing customer trust and confidence in the platform.


January 2019

International Expansion

The company expanded its services to international markets, establishing partnerships with financial institutions and payment processors worldwide.

April 2019

Localization of the Platform

Launched localized versions of the platform in multiple languages to cater to a broader customer base.

December 2019


Successfully entered key international markets, attracting a diverse customer base and becoming a recognized global brand.


February 2020

Innovation and Product Diversification

The company focused on innovation and introduced advanced features such as artificial intelligence-powered financial advisory services and blockchain-based transactions.

September 2020

Expansion of Product offerings

Expanded its product offerings to include business banking solutions, loans, and insurance services.

December 2020


Received industry recognition for innovative services and solutions, attracting more users and gaining a competitive edge in the market.


May 2021

Strategic Partnerships and Acquisitions

The company forged strategic partnerships with established financial institutions, fintech startups, and technology companies to enhance its product portfolio and customer experience.

August 2021


Acquired smaller fintech companies to accelerate growth and leverage their specialized expertise.


March 2022

Continued Growth and Achievements

The company experienced exponential growth, surpassing key milestones in user acquisition and transaction volume,
Expanded the company’s product offerings through strategic partnerships and acquisitions, enhancing its market position and customer value proposition.


May 2023

Continued Innovation

LupaGroup Announces 2030 Net Zero Target for Global Operations
A core component of the Firm’s commitment to fostering a more sustainable future

LupaGroup is committed to the pursuit of a sustainable future
through integrating environmental awareness into our business
activities, by acting as advocates inside and outside the business
and by communicating transparently on our progress. We wish
to continuously improve our environmental performance and to
integrate recognized environmental management best practice into
our business operations.


GET IN TOUCHContact LupaGroup

At LupaGroup, we have a strong, longstanding commitment to furthering the sustainability of our investments and our business.
44 Whippany Rd
New Jersey

We are value investors

We seek to invest in businesses that are priced at substantial discounts to our estimate of intrinsic value. We think this approach provides us with a “margin of safety,” which reduces risk and allows for above-average returns over time.
We view every stock purchase as if we are buying a piece of a business and seek to invest with management teams that are well-aligned with shareholders. And we believe our clients should demand the same from their investment managers.

Patience is key

We are patient investors who believe that the intrinsic value of an underlying business will be recognized by the market over time. When we find investments that meet our criteria, we invest as owners.


Businesses trading at a significant discount to our estimate of their intrinsic value


Companies expected to grow per share value over the long term


Executive teams that think and act like owners

Adding value, one investment at a time

We adhere to a fundamental, bottom-up idea generation process. It starts with our generalist analysts who rely on intensive fundamental research across industries to identify investment opportunities. Ideas that meet our business and management criteria are then vetted by the investment committee. During this time, our investment professionals debate the merits of the ideas and our seasoned investment committee members vote on the outcome.
The investment opportunities that make it through this rigorous process are then used to build portfolios for our clients, one investment at a time.

Our Bottom-Up Research Process

Portfolio: We construct focused portfolios. Approved stocks are weighted by upside, with consideration given to diversification and strategy guidelines.
Approved Lists: Analysts’ most attractive ideas are presented to our experienced U.S. and international investment committees. The committees determine which ideas should be added to our approved lists of approximately 300 stocks based on our price and quality criteria.
Research Scope: Analysts conduct extensive fundamental research, utilizing financial reports, industry contacts and more than 1,500 onsite management meetings per year to assess business value, which results in 600-800 stocks that we believe are high quality.
Eligible Stocks: We use qualitative and quantitative metrics based on considerations, such as the regulatory environment, ownership issues or liquidity constraints to narrow the universe down to about 9,500 stocks.
Initial Universe: There are more than 46,000 investible equities to choose from.

Our greatest competitive advantage is our long-term investment horizon. We seek to understand how businesses plan to grow over time and buy them when their share prices are out of favor.


Focused portfolios

We believe our bottom-up research process allows us to identify some of the most attractive investment opportunities in the market. We invest in them based on the strength of our conviction so our best ideas can have a meaningful impact on portfolio performance. We think focusing on our best ideas minimizes risk and maximizes return potential over the long run.


Our research analysts are generalists. This approach ensures that we remain industry agnostic and focused on finding value, regardless of which industries or geographies are in favor at the moment.
  • Bottom-up idea generation: Our generalist analysts conduct research on companies across industries and geographies in search of undervalued, growing businesses with aligned management teams.
  • Rigorous fundamental research: Analysts conduct deep due diligence on potential ideas to estimate intrinsic value and ensure that the ideas meet our management and business quality criteria.
  • Stock Selection Group: A committee of seasoned investment professionals thoroughly vets each new idea before voting on whether it should be added to the firm’s approved lists – a robust discussion in which the investment case is challenged by our experienced professionals.
As part of the firm’s research process, analysts set a buy target at a significant discount to our estimate of intrinsic value. A sell target is also set, typically at 90 percent to 100 percent of intrinsic value. Analysts routinely revisit these targets as the company’s business fundamentals change.

What you can expect

Active Management

Allocations result from our bottom-up process, not attempts to match a benchmark

High Conviction

Investing only in our best ideas leads to a focused portfolio (generally 20-70 stocks)


Throughout our history, we have implemented a consistent investment philosophy


As value investors, we focus on estimating the intrinsic value of a business – not on predicting the near-term market price. This long-term, patient approach allows us look beyond the short-term noise as we wait for price and value to converge.

OUR BUSINESSESA broad range of services,
strategies, advice and technology

Through a history of growth and strategic alignment, today we offer investors and institutions a comprehensive and innovative selection of strategies and services.

CAREERSCome work with us

Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.

Discover investment possibilities
that support your long-term goals
and open up a world of potential.

As a board member, senior executive, or investment professional, you're relied on to make difficult decisions. Volatile markets, changing regulations, and growing complexity may mean your job is more challenging today. We can help.
LupaGroup is a $5.4billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, art, crypto, renewable energy, legal finance and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, LupaGroup aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment.
Defined Benefit Plans

We collaborate on DB plans to tackle funding and volatility issues, pension risk transfer strategies and more.

Defined Contribution Plans

We understand what’s at stake—the hard work and savings of real individuals.

Non-profit Organizations

To accomplish your non-profit’s mission, you need the right investment approach.

Healthcare System

We work together with healthcare organizations to help simplify and improve investment programs.




Private markets can provide a range of exposures to help solve gaps in your portfolio.

We are the leading platform
for private market investing

LupaGroup empowers investors to grow their wealth outside the stock market by curating private market alternatives from top investment managers.

We believe private market alternatives should be
a fundamental part of your portfolio.

That’s why we’re unlocking access to make it easier than ever to get started.

What sets LupaGroup apart

We offer a growing list of asset classes from real estate to venture capital to art.

We partner with global managers who hold a collective $500B+ in assets.
Our team approves less than 10% of the billions of dollars in deals they evaluate.
Build a diverse portfolio with a slice of many alternative investments.
Long lockup periods are not required. Terms range from 3 months to 5+ years.
Easily connect live with a private market investment professional.

A track record of strong investor returns

LupaGroup is the only platform that publishes performance on each of our more than 400 offerings to date.

Highly-rated platform

It's not just us. Our members and third parties rate us as one of the best investing platforms in the game.

Reimagine wealth creation with alternatives

For decades, institutions and hedge funds have trusted private markets to grow their portfolios. LupaGroup was founded in 2015 to unlock alternatives for more investors than ever before.

Evolve your wealth

Invest in curated private market alternatives from top-tier managers — all on one easy-to-use platform.
Through our philanthropic activities, LupaGroup seeks to positively impact our community, employees and clients.

File Number: 0450069068

OUR LOCATIONSWhere to find us?
44 Whippany Rd
New Jersey
Through our philanthropic activities, LupaGroup seeks to positively impact our community, employees and clients.
OUR LOCATIONSWhere to find us?
44 Whippany Rd
New Jersey

File Number: 0450069068

Copyright by LupaGroup. All rights reserved.

Copyright by LupaGroup. All rights reserved.